BCH

Berkshire Capital Holdings Portfolio holdings

AUM $302M
1-Year Est. Return 100.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+100.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$745M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$35.5M
2 +$33.9M
3 +$25.4M
4
TTD icon
Trade Desk
TTD
+$24.4M
5
ABNB icon
Airbnb
ABNB
+$24.3M

Top Sells

1 +$53.3M
2 +$47.6M
3 +$42.9M
4
ROKU icon
Roku
ROKU
+$37.1M
5
NVDA icon
NVIDIA
NVDA
+$33.5M

Sector Composition

1 Technology 53.01%
2 Consumer Discretionary 25.96%
3 Communication Services 9.79%
4 Healthcare 6.35%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10
102
$0 ﹤0.01%
10